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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

108 hedge funds and large institutions have $297M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
36
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$61M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.9M
3
OAJ
3
Ogorek Anthony Joseph
New York
$7.56M
4
PSCM
4
Per Stirling Capital Management
Texas
$6.06M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21.3M

Top Sellers

1
LWA
1
LWS Wealth Advisors
New Jersey
$22.1M
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
KAS
3
Kestra Advisory Services
Texas
$5.23M
4
LPL Financial
4
LPL Financial
California
$22.7M
5
AFP
5
Ausdal Financial Partners
Iowa
$421K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$254K 12,868 +12,868 New
GWA
77
GGM Wealth Advisors
Maryland
$253K 12,735 -4,794 -27%
CBFP
78
Cedar Brook Financial Partners
Ohio
$248K 12,570 +56 +0.4%
SB
79
Strategic Blueprint
Georgia
$247K 12,510 -6,857 -35%
CCM
80
Chilton Capital Management
Texas
$246K 12,453 – –
GWP
81
Gateway Wealth Partners
Wisconsin
$245K 12,429 +12,429 New
FVWA
82
Foster Victor Wealth Advisors
South Carolina
$241K 12,140 +12,140 New
OCM
83
Objective Capital Management
Ohio
$237K 12,010 -4,090 -25%
KMWM
84
Keudell/Morrison Wealth Management
Oregon
$237K 12,000 -70,239 -85%
TFA
85
Teamwork Financial Advisors
Texas
$237K 11,985 +11,985 New
KWS
86
Keystone Wealth Services
California
$227K 11,500 -2,500 -18%
EWP
87
Engrave Wealth Partners
Texas
$227K 11,347 – –
CMS
88
Capital Market Strategies
Florida
$223K 11,315 -1,356 -11%
MML Investors Services
89
MML Investors Services
Massachusetts
$219K 11,086 +11,086 New
EP
90
Eudaimonia Partners
Tennessee
$214K 10,855 +54 +0.5%
MWM
91
Mattern Wealth Management
Kansas
$208K 10,551 – –
HI
92
Harbour Investments
Wisconsin
$186K 9,439 +9,248 +4,842%
ASN
93
Advisory Services Network
Georgia
$183K 9,273 -4,176 -31%
CAL
94
Capital Analysts LLC
Pennsylvania
$135K 6,852 -12,960 -65%
LFG
95
Larson Financial Group
Missouri
$99K 5,015 -26 -0.5%
GEA
96
Glen Eagle Advisors
New Jersey
$68.9K 3,490 – –
William Blair & Company
97
William Blair & Company
Illinois
$65.1K 3,300 +588 +22%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$47K 2,356 +2,356 New
CIAS
99
Capital Investment Advisory Services
North Carolina
$39.5K 2,000 – –
WWM
100
Wagner Wealth Management
South Carolina
$26.9K 1,361 -12,680 -90%
1 2 3
4
5